Talent Pool | Business Broker Consultant

Discovery

Sales & Distribution

Business Consultant/Broker Consultant

About Discovery

Discoverys core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart self-driven people to be their best. As global thought leaders Discovery is passionate about innovating in order to not only achieve financial success but to ignite positive and meaningful change within our society.

Key Purpose

Boost product sales through relationship-building outstanding service and technical know-how.

Areas of responsibility may include but not limited to

All work must be done accurately comprehensively and in-line with set quality standards and timelines.

• Developing and maintaining broker relationships
• Review New business pipeline follow-up and tracking
• Assist with comparison quotes proposals and new business quotes.
• Technical training of and ongoing product support to Financial Advisors and support staff on all required platforms.
• Monitoring and managing production figures penetration minimum criteria rewards and recognition criteria.
• Dealing with queries and providing information on a range of sales and service issues
• Liaising with internal departments on processing issues
• Building relationships with internal departments to ensure superior service is offered to clients.
• General practice management
• Keeping up to date with competitor product and service offering and industrydevelopments
• Participating in proactive sales and marketing initiatives

Competencies:

• Assertiveness
• Self-confidence
• Honest and ethical
• Resilience
• Perseverance
• Able to manage stress and stressful situations
• Results driven
• Ability to work independently without supervision
• Self -Disciplined
• Able to influence and negotiate
• Persuasiveness
• Build strong relationships
• Use own initiative
• Decisiveness

Education and Experience

Education

• Minimum: Business degree
• Beneficial: NQF5 in Wealth Management or Financial Planning
• RE5

Experience

• 2 years in client facing Insurance industry experience.
• Sound knowledge of Insurance products
• Beneficial: Knowledge of underwriting processes
• Broker consulting experience in an insurance company.
• Beneficial: An understanding of Financial Planning
• Knowledge of MS Office Suite

Other

• Valid drivers license
• Own insured transport
• Smart Phone
• Willingness to undertake business travel across South Africa

EMPLOYMENT EQUITY

The Companys approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer we actively encourage and welcome people with various disabilities to apply.